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Portfolio (Quarterly) Guide ↗

GFS Advisors, LLC

· CIK 0001427263
13F Portfolio $948M AUM 266 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 145 New 43 Added 35 Reduced
Page 14 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NFLX NETFLIX INC. Communication Services 176,840.0 $788.0 +11K +6.5% $0.00 +1698057.9%
262 BSX BOSTON SCIENTIFIC CORP Healthcare 60,950.0 $602.0 NEW $0.01 +440825.7%
263 XBI SPDR SERIES TRUST 15,222.0 $475.0 +1K +9.7% $0.03 +504741.6%
264 WM WASTE MGMT INC DEL Industrials 10,420.0 $432.0 +170.0 +1.7% $0.04 +512192.5%
265 PFE PFIZER INC Healthcare 221,436.0 $326.0 -78K -26.1% $0.00 +1876672.8%
266 XLE SELECT SECTOR SPDR TR 65,910.0 $254.0 $0.00 +1668279.7%
Page 14 of 14  ·  266 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.8%
Industrials 21.0%
Healthcare 18.6%
Energy 11.2%
Financial Services 10.2%
Consumer Cyclical 8.7%
Consumer Defensive 3.8%
Utilities 2.6%
Communication Services 0.6%
Basic Materials 0.5%